Unclaimed
Daniel Hoffman is a registered investment advisor representative with John Hancock Investment Management LLC. Daniel has been in the industry since July 2024. Daniel holds the Series 7TO, SIE and Series 66 licenses. Daniel is registered to provide investment advice in Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MA
09/16/2024 - Present
John Hancock Investment Management LLC (BOSTON MA)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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